We help you create Financial Balance so you can achieve security and financial freedom.

Strategic Wealth Design was founded for one purpose:

To enrich the lives of people we touch by helping them create financial freedom and security.

We recognize that most people have two primary financial goals:

Financial Security

Knowing and feeling that you’ll be okay no matter what happens.

Financial Freedom

Having enough net worth that you don’t have to work if you don’t want to.

When you prepare to protect yourself, your family and your wealth and you have a plan to achieve financial freedom, we call this being in Financial Balance.

Building sustainable wealth is both a science and an art, and at Strategic Wealth Design, we use a powerful process that takes into account both the emotional and mathematical sides of financial planning to create financial balance for our clients. Through working with us, our clients become:

Better Organized

More Educated

Increased Level of Savings

Better Protected

We invite you to spend 30 minutes with us over the phone or in person to evaluate if we are a good fit for each other. We promise that it will be time well spent.

Schedule a
30-minute introductory call.

Strategic Wealth Design

2190 East Pebble Road, Suite 260
Las Vegas, NV 89123

Email: StrategicWD

Fax: 702-907-6444

Office Hours:

Monday: 8:00am-5:00pm

Tuesday: 8:00am-5:00pm

Wednesday: 8:00am-5:00pm

Thursday: 8:00am-5:00pm

Friday: 8:00am-5:00pm

Saturday: By Appointment

Reach Out For Financial Freedom

Check the background of investment professionals on FINRA’s BrokerCheck.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Strategic Wealth Design are not affiliated. This communication is strictly intended for individuals residing in the states of AZ, AR, CA, CO, CT, FL, KY, MO, MT, NV, NM, NY, OR, TN, TX, UT, WA. No offers may be made or accepted from any resident outside the specific states referenced.

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Strategic Wealth Design makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

Disclosures